ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

BROWN WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001987005)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 4,410 Value ($000) $544 Avg Close — Range —
Q3 2025
Shares 4,413 Value ($000) $533 Avg Close — Range —
Q2 2025
Shares 4,418 Value ($000) $486 Avg Close — Range —
Q1 2025
Shares 4,394 Value ($000) $408 Avg Close — Range —
Q4 2024
Shares 4,355 Value ($000) $442 Avg Close — Range —
Q3 2024
Shares 4,369 Value ($000) $418 Avg Close — Range —
Q2 2024
Shares 4,399 Value ($000) $407 Avg Close — Range —
Q1 2024
Shares 4,400 Value ($000) $372 Avg Close — Range —
Q4 2023
Shares 4,393 Value ($000) $330 Avg Close — Range —
Q3 2023
Shares 4,398 Value ($000) $301 Avg Close — Range —
Q2 2023
Shares 4,577 Value ($000) $323 Avg Close — Range —